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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,260,890 | $157,296+701.6% | $141,191+793.0% | $152,897+724.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.34% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $19,798 | $5,262+276.2% | $4,736+318.0% | $4,764+315.6% |
| Participant deferral / active EE | $25,067 | $7,111+252.5% | $6,710+273.6% | $5,851+328.4% |
| Admin fee / account holder | $256,218 | $12,125+2013.2% | $10,264+2396.3% | $11,599+2108.9% |